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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,270 | $75,832+110.0% | $147,617+7.9% | $59,633+167.1% |
| Participation rate | 91.8% | 71.6%+20.2pp | 84.6%+7.2pp | 68.7%+23.1pp |
| Annual return | -1.65% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,875 | $3,485-46.2% | $5,564-66.3% | $2,203-14.9% |
| Participant deferral / active EE | $4,057 | $3,131+29.6% | $4,895-17.1% | $3,192+27.1% |
| Admin fee / account holder | $36,565 | $5,986+510.9% | $11,612+214.9% | $4,297+751.0% |